Build document template in CRM using Ruby
Deliver documents of any structure and complexity
Fillable fields
Merge fields
Dynamic tables
Custom lists
Conditionals
HTML content
Embedded eSignature
Embed advanced document generation tools in your app
Why Document Automation Hub?
Enterprise-grade security and compliance
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Build document template in CRM using Ruby for greater efficiency
Any business needs hundreds of small paperwork operations every day to ensure all processes run without a hitch. Normally, the more time your teams spend managing documents, the fewer working hours there will be for intellectually challenging or strategic tasks. Because of that, Document Automation Hub enables to build document template in CRM using Ruby and run the recurring paperwork processes automatically, clearing the space for work that requires human engagement.
Incorporate airSlate WorkFlow functionalities right into your application to keep concentrated on the big picture
Steps to build document template in CRM using Ruby
- Create a free developer account.
- Sign in to the Automation Hub Dashboard.
- Register your app with the relevant button to integrate it with APIs.
- Go to Recent Applications and choose the app you just added.
- Choose the grant type that suits your needs.
- Acquire the Bearer access token to utilize for API calls for workflow automation.
- Initiate the workflow and manage documents right from your application.
Allocate time for strategic tasks while airSlate WorkFlow automation deals with the routine. Discover more document management opportunities with this robust solution.